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Articles written by Guest Columnist Karl Thunemann


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Phyllis Borzi: We thought we hadn't done enough.

Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal

An easing of the ban against advisors accepting payment from money managers for selling their products may be in the works

May 7, 2013 – 3:14 AM

Meredith Whitney: I am not a doom-and-gloomer. I've been a growth chaser.

Meredith Whitney blames '60 Minutes' for her muni 'call,' then doubles down on the 'hell' coming for muni bonds

In places like Stockton, Calif., bondholders are being paid, but cuts to public pensions, rising crime and slow emergency responses, cuts to sports, arts programs in the schools are the price

May 6, 2013 – 4:19 PM

Karl Thunemann: I realized that it is a lot easier to be dispassionately critical of a financial company you've just left than of one you've just connected with.

How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA

I pay a higher fee, visit a higher-rise building and may end up with a new level of advice

April 1, 2013 – 5:24 AM

Karl Thunemann: Schwab has an opportunity to put its values into action by radically changing its separation policies.

Why I moved my account from Schwab's RIA and what Chuck could do to improve Schwab Private Client

After the double defection of the assigned branch and portfolio manager, a loyal but disillusioned customer sends an emphatic message to the front office

February 1, 2013 – 6:36 AM

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